See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,004 | $76,000-59.2% | $154,107-79.9% | $64,186-51.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 4.56% | 30.32%-25.8pp | 735.12%-730.6pp | 7.63%-3.1pp |
| Employer contribution / active EE | $2,188 | $3,351-34.7% | $5,298-58.7% | $2,381-8.1% |
| Participant deferral / active EE | $3,450 | $3,175+8.7% | $5,081-32.1% | $3,470-0.6% |
| Admin fee / account holder | $113 | $5,596-98.0% | $13,411-99.2% | $4,888-97.7% |